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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,979 | $131,835+176.8% | $108,582+236.1% | $273,972+33.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.14% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $21,867 | $4,913+345.1% | $3,758+481.8% | $4,869+349.1% |
| Participant deferral / active EE | $16,084 | $5,127+213.7% | $4,311+273.1% | $5,287+204.2% |
| Admin fee / account holder | $29,165 | $10,253+184.5% | $7,645+281.5% | $10,133+187.8% |